Alberts Wealth Advisors, LLC
Owner/Manager
Alberts Wealth Advisors, LLC
14620 John Humphrey Dr
Orland Park, IL 60462, US
Professional Profile
Professional Profile Paul is Co-Owner of Alberts Wealth Advisors, LLC. and leads the Company’s Financial Services division of the organization. These services range from risk analysis, coverage design and placement for individuals and business of all types and needs for retirement planning. Paul started his insurance career in 1976 and expanded into the investment planning in 1983. He continues to broaden the services and consulting programs he provides for clients. Personal Profile Paul lives in Orland Park and has four grown daughters with a wide range of interests. In June 2013, Paul retired from US Navy (Reserves), having over 40 years in uniform. He traveled internationally on orders, most recently in 2011 to Morocco, Moscow, and Germany. His last position was the “CO” [Commanding Officer] for the Navy Reserve unit based in Fort Worth, TX that provides direct support to AFRICOM [Africa Command], headquartered in Stuttgart, Germany. Education MSFS The American College, Bryn Mawr, PA Insurance/Investment Industry Education Designations: RSSA® Registered Social Security Analyst CFP® Certified Financial Planner CLU Chartered Life Underwriter ChFC Chartered Financial Consultant RPA Retirement Plans Associate RHU Registered Health Underwriter REBC Registered Employee Benefits Consultant CRPC Chartered Retirement Planning Counselor IAR Investment Adviser Representative CEBS Certified Employee Benefits Specialist CDFA Certified Divorce Financial Analyst (no longer active) www.Paul.Alberts.rssa.com Paul.Alberts@rssa.com Securities and Advisory Services offered through Ausdal Financial Partners, Inc. 5187 Utica Ridge Rd Davenport IA 52807 563.326.2064 Alberts Wealth Advisors LLC, and AUSDAL Financial Partners, Inc are independently owned and operated
Areas of Expertise
- CFP
Real Stories from Real People
Most People Leave Money on the Table
96%
Don't Optimize
Very few people get all the Social Security they deserve.
$111,000
Is Lost
The average household is losing $111,000 in potential income.
1 Chance
To Claim
Social Security gives you one chance to get it right – forever.
Maximize Your Benefits
Discover important information for your situation.
Married
If you are married, you may be able to collect up to one-half of your spouse’s Social Security benefit. This won’t affect your spouse’s checks. Ask an RSSA® for details.
Divorced
If you are divorced and 62 or older, you may qualify to receive Social Security benefits from your ex-spouse — in addition to your own Social Security payments. Ask an RSSA® for details.
Widowed
If your spouse has passed away, you may be eligible for a survivor benefit. The extra money may be essential for you. Ask an RSSA® for details.
Single
If you are single, and solely responsible for your retirement, making the optimal Social Security claiming decision is particularly important. Ask an RSSA® about your options.
Self-Employed
As a self-employed person, you may be able to decrease your payroll taxes — yet still receive the maximum income from Social Security. Ask an RSSA® for details.
Disability
Social Security can provide valuable disability benefits if you qualify, but these benefits — and how you qualify for them — are often misunderstood. Ask an RSSA® for details.
Immigrant
If you are a lawful permanent resident, but not yet a citizen, you may still qualify for Social Security benefits. Ask an RSSA® for details.
